Reclassing Employee Job Costing

LynnOfCarols · ‎March 24, 2020

We currently record our shop employee time and allocate it to specific customer jobs.

It's come to my attention that some of the hours recorded to specific jobs need to be reclassed to the house vs. the individual jobs... that being said - the payroll cycles are already closed out (past periods).

I run a Profit Report - that shows the payroll data for that specific job - I've gone back into the weekly time sheet and changed the job information to the house account; but it doesn't seem to be reflected on the Profit Report.

Is there away to change this to reflect on this profit report to that specific job?

NOTE: We use QuickBooks Contractor Edition

Charies_M · ‎March 24, 2020

You came into the right place, LynnOfCarols.

Before we begin, let's make sure to set up your payroll preferences to Job Costing, Class and Item tracking for paycheck expenses. Then, we can edit your paycheck to reclassify the jobs.

Here's how to set your payroll settings under Company Preferences:

Go to the Edit menu.
Choose Preferences.
Click the Payroll & Employees tab.
Check the box for Job Costing, Class and Item tracking for paycheck expenses.
Click OK.

Also, instead of modifying the weekly time sheet, you can edit the paycheck information to the house account. Just make sure there'll be no changes with the net pay.

Here's how to edit a paycheck:

Go to Employees menu and choose Payroll Center.
Locate the employee and double-click the paycheck from the Transactions tab.
Click the Paycheck Detail button.
Make the necessary changes and click OK.

By performing the steps above, you'll be able to change the job information from your paycheck so it will reflect in your Profit & Loss report.

You can also read through this article on how to Track job costs in QuickBooks Desktop.

I'll be right here if you need help with anything about QuickBooks. Wish you all the best.

View solution in original post

Charies_M · ‎March 24, 2020

You came into the right place, LynnOfCarols.

Before we begin, let's make sure to set up your payroll preferences to Job Costing, Class and Item tracking for paycheck expenses. Then, we can edit your paycheck to reclassify the jobs.

Here's how to set your payroll settings under Company Preferences:

Go to the Edit menu.
Choose Preferences.
Click the Payroll & Employees tab.
Check the box for Job Costing, Class and Item tracking for paycheck expenses.
Click OK.

Also, instead of modifying the weekly time sheet, you can edit the paycheck information to the house account. Just make sure there'll be no changes with the net pay.

Here's how to edit a paycheck:

Go to Employees menu and choose Payroll Center.
Locate the employee and double-click the paycheck from the Transactions tab.
Click the Paycheck Detail button.
Make the necessary changes and click OK.

By performing the steps above, you'll be able to change the job information from your paycheck so it will reflect in your Profit & Loss report.

You can also read through this article on how to Track job costs in QuickBooks Desktop.

I'll be right here if you need help with anything about QuickBooks. Wish you all the best.

LynnOfCarols · ‎March 24, 2020

THANK YOU!!!

I didn't even think about going through the paycheck details, that makes sense! It worked perfectly. I appreciate it.

LynnOfCarols · ‎March 24, 2020

Going through the paycheck details is exactly what i needed to do! Thank you, i hadn't even thought they'd be separate, but that makes sense since it's posted. Very much appreciated!!

Josh105 · ‎December 20, 2022

If this button was off and was not realized for awhile how do I fix the previous paychecks that got messed up?

Josh105 · ‎December 20, 2022

If this button was unchecked how do I fix the previous paychecks?

QueenC · ‎December 20, 2022

Hi, @Josh105.

I'm glad you've reached out to us. Let me help and share information about paychecks in QuickBooks Desktop (QBDT).

In QuickBooks, we can only edit a paycheck if it hasn't been cashed or issued. Though we can void or delete and then recreate, it won't be applicable on your end since it has been processed already.

With this, I recommend contacting our Payroll Support Team to correct the payroll. They have the necessary tools to assist you appropriately in managing your previous paychecks.

I've also added this article for your reference in customizing your payroll and employee reports in QBDT: Create total hours worked by employee report.

You can always update me here in the thread if you need further assistance in managing your paychecks. It's always my pleasure to assist you. Have a great day!

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